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M.D. Sass LLC’s Apple AAPL Stock Holding History

M.D. Sass LLC’s Portfolio AAPL Stock Details AAPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-17,900
Closed -$4.17M – 35
2024
Q3 		$4.17M Buy
17,900
+4,800
+37% +$1.07M 0.31% 30
2024
Q2 		$2.76M Buy
+13,100
New +$2.44M 0.2% 30
2022
Q1 		– Sell
-5,740
Closed -$1.02M – 32
2021
Q4 		$1.02M Buy
+5,740
New +$907K 0.16% 30
2015
Q4 		– Sell
-169,944
Closed -$4.68M – 59
2015
Q3 		$4.68M Sell
169,944
-392
-0.2% -$11.5K 0.26% 42
2015
Q2 		$5.34M Buy
170,336
+2,812
+2% +$89.9K 0.27% 37
2015
Q1 		$5.21M Buy
167,524
+47,520
+40% +$1.43M 0.26% 36
2014
Q4 		$3.31M Sell
120,004
-3,192
-3% -$86.8K 0.2% 42
2014
Q3 		$3.1M Buy
123,196
+95,128
+339% +$2.33M 0.18% 46
2014
Q2 		$652K Buy
28,068
+9,672
+53% +$206K 0.04% 44
2014
Q1 		$352K Buy
18,396
+28
+0.2% +$533 0.02% 44
2013
Q4 		$368K Buy
+18,368
New +$347K 0.03% 40
2013
Q3 		– Sell
-1,750,812
Closed -$24.8M – 41
2013
Q2 		$24.8M Buy
+1,750,812
New +$26.9M 2.03% 27

Other funds holding AAPL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

M.D. Sass LLC's AAPL Position: Q4 2024 in Review

M.D. Sass LLC sold out of Apple (AAPL) in Q4 2024, closing a stake of 17,900 shares — an estimated $4.17M sold.

M.D. Sass LLC first reported a position in AAPL in Q2 2013 and held it in 12 quarters. The position peaked at $24.8M in Q2 2013. 5,653 funds tracked by Wall St. Rank hold AAPL as of Q4 2024.

  • M.D. Sass LLC reported no remaining Apple position as of Q4 2024 after selling out during the quarter.
  • M.D. Sass LLC sold 17,900 Apple shares in Q4 2024, an estimated $4.17M.
  • M.D. Sass LLC first reported a position in Apple in Q2 2013 and held it in 12 quarters.
  • M.D. Sass LLC's Apple position peaked at $24.8M in Q2 2013.
  • 5,653 funds tracked by Wall St. Rank held Apple as of Q4 2024.

Based on M.D. Sass LLC's 13F filing for Q4 2024, filed 11 Feb 2025.